Civic Intelligence

Leo & Alta Poskey Charitable Foundation

990PF • Fiscal year 2019 • EIN 80-0300511

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

Organization Profile
5389 M-52Williamston, MI 48895

(517) 294-1053

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-1.1%

Higher net margin than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$3,825

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$435,355

Up $41,569 (+11%) from 2018

Net Assets

Up

$435,355

Up $41,569 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin40th percentile

Revenue

Down

$15,851

Down $5,552 (-26%) from 2018

Expenses

Up

$16,019

Up $5,313 (+50%) from 2018

Net Income

Down

-$168

Down $10,865 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $426,152Liabilities 2010: $0Net Assets 2010: $426,1522010Assets 2011: $405,727Liabilities 2011: $0Net Assets 2011: $405,7272011Assets 2012: $409,958Liabilities 2012: $0Net Assets 2012: $409,9582012Assets 2013: $398,554Liabilities 2013: $0Net Assets 2013: $398,5542013Assets 2014: $392,470Liabilities 2014: $0Net Assets 2014: $392,4702014Assets 2015: $394,171Liabilities 2015: $0Net Assets 2015: $394,1712015Assets 2016: $389,006Liabilities 2016: $0Net Assets 2016: $389,0062016Assets 2017: $383,042Liabilities 2017: $0Net Assets 2017: $383,0422017Assets 2018: $393,786Liabilities 2018: $0Net Assets 2018: $393,7862018Assets 2019: $435,355Liabilities 2019: $0Net Assets 2019: $435,3552019Assets 2020: $398,078Liabilities 2020: $0Net Assets 2020: $398,0782020Assets 2021: $420,768Liabilities 2021: $0Net Assets 2021: $420,7682021Assets 2022: $429,146Liabilities 2022: $0Net Assets 2022: $429,1462022Assets 2023: $429,869Liabilities 2023: $0Net Assets 2023: $429,8692023Assets 2024: $436,490Liabilities 2024: $0Net Assets 2024: $436,4902024

Highlighted filing

2019

Assets$435,355
Liabilities$0
Net Assets$435,355
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2010: $41,1932010Expenses 2011: $35,0002011Expenses 2012: $22,0532012Revenue 2013: $14,119Expenses 2013: $25,523Net Income 2013: -$11,4042013Revenue 2014: $16,270Expenses 2014: $22,279Net Income 2014: -$6,0092014Revenue 2015: $14,067Expenses 2015: $12,366Net Income 2015: $1,7012015Revenue 2016: $3,804Expenses 2016: $8,969Net Income 2016: -$5,1652016Revenue 2017: $11,335Expenses 2017: $17,299Net Income 2017: -$5,9642017Revenue 2018: $21,403Expenses 2018: $10,706Net Income 2018: $10,6972018Revenue 2019: $15,851Expenses 2019: $16,019Net Income 2019: -$1682019Revenue 2020: $21,785Expenses 2020: $16,807Net Income 2020: $4,9782020Revenue 2021: $35,244Expenses 2021: $9,646Net Income 2021: $25,5982021Revenue 2022: $18,291Expenses 2022: $9,100Net Income 2022: $9,1912022Revenue 2023: $24,236Expenses 2023: $13,939Net Income 2023: $10,2972023Revenue 2024: $30,068Expenses 2024: $17,560Net Income 2024: $12,5082024

Highlighted filing

2019

Revenue$15,851
Expenses$16,019
Net Income-$168
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S SCHANGDirector-$3,825-$3,825
MANVIR S GREWAL SRTrustee-$0--
DALE FAULKNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo & Alta Poskey Charitable
EIN
80-0300511
Phone
5172941053
Address
5389 M-52, WILLIAMSTON, MI 48895

Signing Officer

Name
Robert S Schang
Title
Director
Phone
5174682328
Signed
2020-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Padgett Business Services
Address
10299 E GRAND RIVER AVE STE I, BRIGHTON, MI 48116-9558
Preparer
Vincent Ashley Ea
Phone
8556001040
Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0395907
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05939
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019498
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016314
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.002666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.005433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0389968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0375045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0368124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0366800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0398564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.049612
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06453
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06509
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt056
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06509
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT SCHANG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05389 M59
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILLIAMSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048895
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174682328
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE SCHOLARSHIPS = 100%
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT SCHANG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05174682328
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05389 M-52
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WILLIAMSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048895
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TO QUALIFY FOR THE SCHOLARSHIP THE STUDENT MUST: 1. GRADUATE FROM POTTERVILLE HIGH SCHOOL IN POTTERSVILLE, MICHIGAN WITH A GPA OF 2.90 OR ABOVE; AND 2. PURSUE A DEGREE IN THE FIELD OF NURSING; OR 3 BE INVOLVED IN A BASEBALL OR SOFTBALL PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COLLEGE TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HUNTER GEISENHAVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SYDNEY YARGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0327 E CHERRY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15062 NATURE BOUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POTTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POTTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0488769795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1488769780
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06509
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06509
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03480
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06643
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06509
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044474
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057407
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04738
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04738
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04738
OtherIncreasesSchedule/OtherIncreasesDetail/Amt041737
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKETABLE SECURITIES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0138
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2239
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/Amt2239
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1LICENSE
TaxesSchedule/TaxesDetail/CategoryTxt2TAXES PAID IN 2018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0138
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt120
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2239
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S SCHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,355
Liabilities
$0
Net assets
$435,355
Revenue
$15,851
Expenses
$16,019
Net income
-$168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.30$0.18$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.24$0.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.18$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.35$0.10$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.22$0.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.21$0.11$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.11$0.17$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.14$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.16$0.22$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.14$0.26$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.35
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.41